Courtney Roberts

Focus areas: Controller, Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, QuickBooks Online, Financial Planning & Analysis (FP&A), Charitable Gifts, Donations, Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), CFO, Donations, Tax Accounting, Tax Credits, Auditing, Pro Forma Financial Statements, Excel Modeling, Business Consulting

Focus areas: Strategy, Business Operations, Entrepreneurial Operating System (EOS), Data Visualization, Data, Team Management, People Management, Organizational Compliance, Remote Work, Business Services, Reorganization, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Accounts Receivable, Accounts Payable, Accounting, QuickBooks API, QuickBooks Online, Bill.com, Bank Reconciliation, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, Data, Audit Management, Controllership, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Vendor Management, Reorganization, Donations, Tax Accounting, Tax Credits, Auditing, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Financial Planning & Analysis (FP&A), Controller, Forecasting, Revenue & Expense Projections, Financial Modeling, Accounting, Accounts Payable, Accounts Receivable, Asana, QuickBooks Online, Grants, Taxation, Budgeting, Organization Assessment, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Startups, Management Consulting, Product Strategy, SME/SMB Financing, Decision Support, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Due Diligence, ACH, Series A, Small Business, Grant Proposals, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Tables, Cap Table Formation, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, FX, FX Risk Analysis, Data, Audit Management, Controllership, Team Management, People Management, Organizational Compliance, California, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Vendor Management, Donations, Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Manufacturing, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Financials, HR Analytics, Investor Relations, Change Management, Process Mapping, Process Design, Manuals & Documentation, Double-entry Bookkeeping, CFO, COO, IT, Sales Tax, VAT Return Preparation, Skype for Business, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Venture Capital, Early-stage Venture Capital, Startups, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising, Cap Tables, Pro Forma Analysis, M&A Modeling, Data Analysis, Financial Analysis, SaaS, Early-stage Startups, Early-stage Funding, Financing, Startup Funding, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Business to Business (B2B), Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Pitch Deck Consultant, Financial Products, Fintech, Strategy, Seed Fundraising, M&A (Buy-side), Business Cases, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Family Office, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Investor Presentations, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Product Strategy, SME/SMB Financing, eCommerce, Decision Support, Shopify, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), United Kingdom, Stripe Payments, Stripe, ACH, Series A, Small Business, Grant Proposals, Project Finance, Analysis, Portfolio Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Startup Accelerators, Dashboards, Cap Table Formation, Fund Accounting & Administration, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, Controllership, Team Management, People Management, Organizational Compliance, California, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Business Services, Vendor Management, Reorganization, Event Management, Event Management Platforms, Donations, Software as a Service (SaaS), Tax Accounting, Tax Credits, Auditing, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Double-entry Bookkeeping, Financials, Financial Data, Reporting, Sales Tax, Taxation, Accounts Payable, Year-end Accounts, Tax Accounting, Social Media, G Suite, Document Management, WordPress, Google, Gmail, Business, Organizational Design, Change Management, Change Leadership, Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Financial Modeling, Business Models, Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising Consultant, Fundraising, Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Financing, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Inventory, Part-time CFO, Inventory Management, Accounts Receivable, Excel Expert, Three-statement Modeling, Business Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Strategy, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, High Net Worth Individuals (HNWI), Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, B2B, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Stripe Payments, Stripe, ACH, Small Business, Nonprofits, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, Excel 365, Business Model Strategy, Business Modeling, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Internal Control, Forensic Accounting, External Financial Reporting, Xero Accounting, Risk Management, Data Visualization, Data, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Internal Audits, Excel Modeling, Five-year Projections, Organizational Strategy & Design, Business Consulting

Focus areas: Finance, Charitable Gifts, Tax Accounting, Tax Credits, Auditing, Internal Audits, Excel Modeling, Five-year Projections, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Accounting, US GAAP, Small & Medium-sized Enterprises (SME), Reporting, Xero Accounting, Tax Accounting, Tax Credits, Excel Modeling, Business Consulting

Focus areas: Fund Accounting & Administration, US GAAP, Accounting, Taxation, Donations, Tax Accounting, Tax Credits, Excel Modeling, Business Consulting

Focus areas: Accounting, QuickBooks Online, Profit & Loss (P&L), Best Practices, Dashboards, Short-term Investments, Excel 365, Business Model Strategy, Personal Finance, Internal Control, Data, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Business Consulting

Focus areas: Entrepreneurial Operating System (EOS), Process Flows, Organizational Design, Strategy, Finance, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Trading Systems, Due Diligence, Stripe Payments, ACH, Small Business, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Table Formation, Growth, Financial Modeling, Google Sheets, Accounting, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, Controllership, Team Management, Organizational Compliance, Operational Finance, Remote Work, Financial Controls & Processes, Financial Reporting, Business Services, Organizational Strategy & Design, Business Consulting

Focus areas: SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Double-entry Bookkeeping, Invoicing, Process Mapping, Document Management, Skype for Business, Asana, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, IT, Human Resources (HR), Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Business Models, Coaching, Leadership, Presentations, Data Analysis, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Business to Business (B2B), Business Analysis, Project Management, Workflow Diagrams, Strategy, Marketing Strategy, Sales & Channel Enablement, Startup Consulting, High Net Worth Individuals (HNWI), Controller, Internal Financial Reporting, QuickBooks Online, Market Segmentation, Cash Flow Management, Cash Flow Analysis, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Communication Strategy, Communication, Stakeholder Management, Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Product Strategy, eCommerce, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Stripe, ACH, Small Business, Project Finance, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Google Sheets, Excel 365, Business Model Strategy, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data, People Management, Remote Work, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Recruiting, HR Tools, Onboarding, Interviews, Brand Identity, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, B2C, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Decision Support, Sales, Small Business, Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Google Sheets, Excel 365, Compensation, Compensation Programs, Data, Remote Work, Organizational Strategy & Design, Business Consulting

Focus areas: Chief Operations Officer (COO), Business Operations, Project Management, Business Planning, Compensation Plans, Sales Compensation, Performance, HR Tools, Payroll & Benefits, Employee Benefits, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Small Business, Project Finance, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Financial Modeling, Growth, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, External Financial Reporting, Revenue Projections, Risk Management, Data Visualization, Data, Team Management, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Business Services, Donations, Tax Accounting, Tax Credits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting

Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban, CEO, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Sales Strategy, Product Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, COGS Analysis, Fundraising, Mergers & Acquisitions (M&A), Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Financial Services, Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Wealth Management, Business Plan Consulting, Financial Products, Fintech, Strategy, M&A (Buy-side), Business Cases, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Retail & Wholesale, Finance, Startup Consulting, Equity Research, ESOPs, Equity Research Analysis, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Asset Allocation, Equities, Investments, Family Office, Family Office Consultants, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Business Intelligence (BI), Employee Experience, Communication Strategy, Communication, Stakeholder Management, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Agile Product Management, Product Management, Chief of Staff, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Trading, Trading Systems, Options Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), ACH, Project Finance, Waterfall Methodology, Analysis, Portfolio Analysis, Agile, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, FX, FX Risk Analysis, Data, Audit Management, Controllership, Team Management, People Management, Organizational Compliance, Operational Finance, Remote Work, Financial Management, Financial Controls & Processes, Financial Reporting, Management, Business Services, Vendor Management, Reorganization, Charitable Gifts, Donations, Tax Accounting, Tax Credits, Internal Audits, Pro Forma Financial Statements, Excel Modeling, Five-year Projections, Insurance, Spinoffs, Hiring Process Development, Performance Management, Organizational Strategy & Design, Business Consulting